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Andrew Mitchell Abramson

Olympus Capital, LLC

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About Andrew Mitchell Abramson

Andrew Mitchell Abramson is an investment advisor representative with Olympus Capital, LLC. Andrew has been in the financial industry for over 10 years. Andrew has passed the Series 7 and Series 66 exams. Andrew has been with Olympus Capital, LLC since September 2020. Previously Andrew worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated from May 2017 to March 2019. Andrew has a diverse background, including experience at Morgan Stanley Smith Barney, North Texas Warriors Select Sports, and Wealth Watch Advisors. Andrew's client types include high-net-worth individuals and individuals other than high-net-worth. Andrew provides financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Andrew Abramson is currently registered with Olympus Capital, LLC. Olympus Capital, LLC is an independent financial advisory firm offering financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $28.3 million in assets for 169 clients.

$28.31M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Abramson’s Registration & Firm History

TX

09/27/2020 - Present

Olympus Capital, LLC (RICHARDSON TX)

TX

07/28/2017 - 03/19/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

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Licenses & Designations

BOTH

Issued 09/07/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Mitchell Abramson.
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